Position in MCO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$820,691
+$12,320 QoQ
Shares Held
1,812
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#754
of 1,401 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $8,968,484 across 9 Financial Data & Stock Exchanges names. MCO ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
6,371 | $2,322,191 | |
| 2 | CME |
Cme Group Inc.
|
8,596 | $1,898,254 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
13,433 | $1,653,736 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
1,812 | $820,691 | |
| 5 | TRU |
TransUnion
|
8,976 | $647,528 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
7,456 | $587,681 | |
| 7 | MSCI |
MSCI Inc.
|
750 | $420,030 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,150 | $314,308 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,691 | 1,812 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $808,371 | 1,853 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $702,929 | 1,376 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $705,666 | 1,481 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $760,410 | 1,516 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $727,873 | 1,563 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $711,475 | 1,503 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $698,121 | 1,471 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $595,615 | 1,415 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||